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South Korea building national lithium reserves
The South Korea government has started to build up a national stockpile of lithium reserves through the state-owned Korea Mine Rehabilitation & Mineral Resources Corp (KOMIR), Fastmarkets was told on Tuesday May 21
May 22, 2024
·
By Zihao Li
Insights
Rising futures prices drive Chinese battery makers to increase nickel output amid EV slowdown
A host of Chinese battery manufacturers have been increasing their production of electrolytic nickel to reap gains from strong futures prices because the growth in downstream demand for electric vehicles (EVs) is slowing, Fastmarkets heard on Tuesday May 21
May 22, 2024
·
By Yiwen Ju
Insights
A roundup of topics from the 30th Cobalt Conference
Fastmarkets rounds up the key discussion points at the 30th annual Cobalt Institute conference in New York, from May 12-14.
May 21, 2024
·
By Alexander Cook, Grace Asenov
Insights
Copper fabricators reeling from higher copper prices, some request copper cathode shipment postponement
Copper fabricators in China and the wider Southeast Asian region continue to feel the pain of high copper prices on futures exchanges and a lack of new orderbooks, with some having already asked for a postponing of shipments of long-term copper cathodes, sources told Fastmarkets in the week to Wednesday May 15
May 15, 2024
·
By Sally Zhang
Insights
Graphite remains on European Commission’s CRMA strategic list but ‘resilient’ supply chain still needed
This legislation emphasizes the crucial role of graphite in electrification efforts and highlights the ongoing significance of both natural and synthetic graphite in the EU's green transition journey
May 14, 2024
·
By Dalila Ouerghi
Insights
Standard Lithium enters partnership agreement with energy multinational Equinor
Standard Lithium announced on Wednesday May 8 that it was forming a partnership with the multinational energy company Equinor to accelerate the development of its South West Arkansas and East Texas lithium brine projects in the United States
May 14, 2024
·
By Yasemin Esmen
Insights
Record-low copper TC/RCs push miners to agree very-long term deals
Recent weeks have seen a significant number of miners agreeing sales of copper concentrate to traders for one to four years of supply, Fastmarkets has learned
May 13, 2024
·
By Albert MacKenzie, Sally Zhang
Insights
Market faces ‘unsustainable’ double negative with copper concentrates, cathode cif Shanghai both trading at record lows
The copper market is facing a historical moment with Chinese smelters now paying premiums for raw material copper concentrate while selling their finished product at a discount, but participants point to easing concentrate demand in the second quarter as supportive for the market
May 13, 2024
·
By Sally Zhang
Insights
Chinese lithium carbonate prices up amid futures volatility
Spot lithium carbonate prices in China edged up over the week ended Thursday May 9 amid volatility in the futures market and weak demand after the country’s Labor Day holiday from May 1-5, sources told Fastmarkets
May 10, 2024
·
By Dalila Ouerghi, Zihao Li
Insights
US delays ban on Chinese graphite in batteries while ex-China suppliers scrabble to source critical minerals
The US Treasury Department will give automakers a two-year extension to 2027 on restrictions to some hard-to-trace minerals from China, such as graphite contained in anodes, it said in an announcement on Friday May 3
May 8, 2024
·
By Sybil Pan
Insights
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